🇬🇧Bull Bear

[🇬🇧Bull Bear @BullBearBalls]

@JosephFGI No, the NPV of future cash flows for each site should be modelled right down to NOI (I.e. after servicing debt (including interest and principal repayments), then discounted over the life of deals with a residual value for their DC shells = EV = share price

[🇬🇧Bull Bear @BullBearBalls]

@EndicottInvests Your post would be different had they announced contracted $4bn [multi-year AI cloud contract] with Anthropic / OpenAi [frontier lab].

[🇬🇧Bull Bear @BullBearBalls]

@RealJimChanos You can’t start selling coffees until you’ve built your coffee shop. Wake the fuck up Jimbo.

[🇬🇧Bull Bear @BullBearBalls]

@garyseconomics “Change the tax rates” does not solve the problem Gary. You need to understand the tax system better than your surface level understanding to actually talk sense. Speak to @DanNeidle and complete the CTA @CIOTNews

[🇬🇧Bull Bear @BullBearBalls]

@IREN_few @mikealfred He’s not gonna shag you mate

[🇬🇧Bull Bear @BullBearBalls]

@mikealfred @ACC021203

[🇬🇧Bull Bear @BullBearBalls]

@mikealfred @ACC021203 Perhaps this is most telling. These prices are ‘late’, hence why many long term holders are exiting. Expected better from everyone. New board members and CEOs required. Your version of late is the infancy for more capable board members and CEOs. Different leagues.

[🇬🇧Bull Bear @BullBearBalls]

@mikealfred @ACC021203 The honourable thing to do would be to make any announcements first, and then announce the RSUs. Instead, you announce RSUs first (such that the ‘value’ appears lower (which is still eye wateringly greedy)). Instead, you’re using inside information to inflate the take home.

[🇬🇧Bull Bear @BullBearBalls]

@AlexSchettino Motherfuckers

[🇬🇧Bull Bear @BullBearBalls]

@Stemulite23 @jciccale It’s not exactly a belief. It’s math. Where else do you suppose the funding is coming from? Alright, upfront customer prepayments help, but the balance is equity or debt- pick your poison. I’ve held since $10 and will still hold, but the power moat story is quickly fading.

[🇬🇧Bull Bear @BullBearBalls]

@HyGrowth Now show me the market cap chart 😂

[🇬🇧Bull Bear @BullBearBalls]

@Frankfoodfish @jackheathscfc White people are about 80% of the population. Quoting raw percentages without population context is stupid.

If 80% of a group of people commit 63% of murders, and the other 20% commit 37% of murders, calling that out for what it is isn’t racism- it’s spotting clear patterns.

[🇬🇧Bull Bear @BullBearBalls]

@JeremyUsbourne1 Never worked a day on site in your life. Probably pissed your pants through your teenage years. Born 150 years ago, you’d be silenced by the lack of your physical ability. How do you suppose you get mortar up to a roof in a cost effective way if not up a ladder? Clown 🤡

[🇬🇧Bull Bear @BullBearBalls]

@PeterMcCormack @garyseconomics I agree Peter. However, there needs to be a global minimum level of personal taxation, similar to Pillar 2 for a global minimum level of corporate taxation. Would be happy to chat- dm me.

[🇬🇧Bull Bear @BullBearBalls]

@Heccles94 So that makes it acceptable, right? This post explains everything that is wrong with the Green Party. No integrity or accountability, whatsoever.

[🇬🇧Bull Bear @BullBearBalls]

@mikealfred I think the vast majority respect and admire self made billionaires. Less so 4th, 5th, 6th, etc. generation billionaires

[🇬🇧Bull Bear @BullBearBalls]

@Gaz__Atkinson @UK_Compounder The rate you pay is a combination of the Bank of England base rate + a fixed margin with your lender. The margin can vary depending on your product. Usually 0.25%-0.75%